vs
Gaming & Leisure Properties, Inc.(GLPI)与BOSTON BEER CO INC(SAM)财务数据对比。点击上方公司名可切换其他公司
BOSTON BEER CO INC的季度营收约是Gaming & Leisure Properties, Inc.的1.1倍($461.6M vs $420.0M),Gaming & Leisure Properties, Inc.同比增速更快(6.3% vs -4.1%),过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高(5.0% vs -10.7%)
博彩与休闲地产公司(GLPI)是一家专注于赌场物业的房地产投资信托(REIT),总部位于宾夕法尼亚州怀奥米辛。公司于2013年11月从宾州国民娱乐分拆成立,目前持有62处赌场物业,全部对外出租给其他企业运营。
波士顿啤酒公司是美国知名酿酒企业,1984年由吉姆·科赫与朗达·卡尔曼联合创立。旗下首款产品以美国开国元勋、独立运动先驱塞缪尔·亚当斯命名,后续陆续推出多个自有品牌,2019年正式完成与角鲨头酿酒厂的合并,是北美精酿啤酒行业的核心参与者之一。
GLPI vs SAM — 直观对比
营收规模更大
SAM
是对方的1.1倍
$420.0M
营收增速更快
GLPI
高出10.4%
-4.1%
两年增速更快
GLPI
近两年复合增速
-10.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $420.0M | $461.6M |
| 净利润 | $239.4M | — |
| 毛利率 | — | 46.4% |
| 营业利润率 | 79.4% | 12.4% |
| 净利率 | 57.0% | — |
| 营收同比 | 6.3% | -4.1% |
| 净利润同比 | 40.5% | — |
| 每股收益(稀释后) | — | $2.16 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
GLPI
SAM
| Q1 26 | $420.0M | $461.6M | ||
| Q4 25 | $407.0M | $385.7M | ||
| Q3 25 | $397.6M | $537.5M | ||
| Q2 25 | $394.9M | $587.9M | ||
| Q1 25 | $395.2M | $453.9M | ||
| Q4 24 | $389.6M | $402.3M | ||
| Q3 24 | $385.3M | $605.5M | ||
| Q2 24 | $380.6M | $579.1M |
净利润
GLPI
SAM
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $-22.5M | ||
| Q3 25 | $241.2M | $46.2M | ||
| Q2 25 | $151.4M | $60.4M | ||
| Q1 25 | $165.2M | $24.4M | ||
| Q4 24 | $223.6M | $-38.8M | ||
| Q3 24 | $184.7M | $33.5M | ||
| Q2 24 | $208.3M | $52.3M |
毛利率
GLPI
SAM
| Q1 26 | — | 46.4% | ||
| Q4 25 | — | 43.5% | ||
| Q3 25 | — | 50.8% | ||
| Q2 25 | — | 49.8% | ||
| Q1 25 | — | 48.3% | ||
| Q4 24 | — | 39.9% | ||
| Q3 24 | — | 46.3% | ||
| Q2 24 | — | 46.0% |
营业利润率
GLPI
SAM
| Q1 26 | 79.4% | 12.4% | ||
| Q4 25 | 89.3% | -8.6% | ||
| Q3 25 | 84.8% | 11.5% | ||
| Q2 25 | 61.3% | 14.0% | ||
| Q1 25 | 65.5% | 7.4% | ||
| Q4 24 | 79.1% | -13.9% | ||
| Q3 24 | 70.4% | 7.6% | ||
| Q2 24 | 77.1% | 12.2% |
净利率
GLPI
SAM
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | -5.8% | ||
| Q3 25 | 60.7% | 8.6% | ||
| Q2 25 | 38.4% | 10.3% | ||
| Q1 25 | 41.8% | 5.4% | ||
| Q4 24 | 57.4% | -9.6% | ||
| Q3 24 | 47.9% | 5.5% | ||
| Q2 24 | 54.7% | 9.0% |
每股收益(稀释后)
GLPI
SAM
| Q1 26 | — | $2.16 | ||
| Q4 25 | $0.96 | $-1.97 | ||
| Q3 25 | $0.85 | $4.25 | ||
| Q2 25 | $0.54 | $5.45 | ||
| Q1 25 | $0.60 | $2.16 | ||
| Q4 24 | $0.79 | $-3.23 | ||
| Q3 24 | $0.67 | $2.86 | ||
| Q2 24 | $0.77 | $4.39 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | $274.5M | $164.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $682.6M |
| 总资产 | $13.8B | $1.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
GLPI
SAM
| Q1 26 | $274.5M | $164.1M | ||
| Q4 25 | — | $223.4M | ||
| Q3 25 | — | $250.5M | ||
| Q2 25 | — | $212.4M | ||
| Q1 25 | — | $152.5M | ||
| Q4 24 | $560.8M | $211.8M | ||
| Q3 24 | $560.8M | $255.6M | ||
| Q2 24 | $560.8M | $219.3M |
总债务
GLPI
SAM
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | — | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $6.9B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $7.7B | — | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $6.6B | — |
股东权益
GLPI
SAM
| Q1 26 | $5.0B | $682.6M | ||
| Q4 25 | $4.6B | $846.3M | ||
| Q3 25 | $4.6B | $911.0M | ||
| Q2 25 | $4.6B | $912.3M | ||
| Q1 25 | $4.2B | $897.0M | ||
| Q4 24 | $4.3B | $916.2M | ||
| Q3 24 | $4.3B | $1.0B | ||
| Q2 24 | $4.1B | $1.0B |
总资产
GLPI
SAM
| Q1 26 | $13.8B | $1.2B | ||
| Q4 25 | $12.9B | $1.2B | ||
| Q3 25 | $12.8B | $1.2B | ||
| Q2 25 | $12.5B | $1.3B | ||
| Q1 25 | $12.1B | $1.2B | ||
| Q4 24 | $13.1B | $1.3B | ||
| Q3 24 | $12.7B | $1.4B | ||
| Q2 24 | $11.8B | $1.4B |
负债/权益比
GLPI
SAM
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | — | ||
| Q3 25 | 1.57× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.63× | — | ||
| Q4 24 | 1.81× | — | ||
| Q3 24 | 1.74× | — | ||
| Q2 24 | 1.60× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图